See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC9+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $13,574 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENTS ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $12,881 |
Service code 27 · EIN 75-2512176 | Advisory (Plan) | $12,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,566 | $91,407+30.8% | $135,903-12.0% | $71,457+67.3% |
| Participation rate | 92.0% | 75.7%+16.3pp | 81.9%+10.1pp | 67.9%+24.1pp |
| Annual return | 16.99% | 29.90%-12.9pp | 68.23%-51.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $869 | $3,703-76.5% | $4,856-82.1% | $2,588-66.4% |
| Participant deferral / active EE | $8,163 | $7,092+15.1% | $7,758+5.2% | $4,289+90.3% |
| Admin fee / account holder | -$58 | $1,266-104.5% | $10,762-100.5% | $1,587-103.6% |